New Cards 

The main steps for "Requesting Your ProCard or Travel Card" shown in the image are:

1. Start a 'Credit Card Service Request'

   • From the Home page, click Create Request.

   • Choose to select Credit Card Service Request for the Request Type.

   • Complete the Header Details, including Request Name, Today's Date, and Type of Card (ProCard or Travel Card).

2. Add Card as an 'Expected Expense'

   • Click '+Add' in the 'Expected Expenses' section to find card options.

3. Select '01. New Card' Category

   • Choose the 'New Card' category (01. New Card) to open the specific application form.

4. Complete Details and Submit.

   • Provide a justification.

   • Save the expense.

   • Submit Request.

   • Trigger the approval workflow: New Card, to your Direct Supervisor; Limits per CSU Card Policy, to your DOA/Budget Approver; General Services, to the Card Administrator.

This text lists the steps from the image "Concur Card Services: Your Digital Command Center:"

Seven Services, One Request Form

1. New Card

2. Limit Change

3. Purchase Exception

4. Suspend/ Reinstate

5. Cancel

6. Name Change

7. Card Replacement
   
   

Set Request Type to "Credit Card Service"

1. Create New Request

2. Request Type: Credit Card Service Request

Mandatory "Expected Expenses" Logic

Must click "+Add" (even though no money is spent yet)

Automatic Approval Routing Based on Need

• Supervisors: New cards

• Budget Owners: High limits

• Card Admin: All other requests

Required Training and Documentation

• New cardholders must complete training.

• Up to 5MB attachments are allowed.